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Portfolio (Quarterly) Guide ↗

THOMPSON SIEGEL & WALMSLEY LLC

· CIK 0001008322
13F Portfolio $5.7B AUM 418 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 51 New 103 Added 203 Reduced 35 Exited
Page 10 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PTEN PATTERSON-UTI ENERGY Energy 46,773.0 $507K 0.01% -1.1M -95.8% $10.84 +18.5%
182 PSX PHILLIPS 66 Energy 2,776.0 $506K 0.01% -42.0 -1.5% $182.28 -1.8%
183 XERS XERIS BIOPHARMA HOLDINGS Healthcare 86,320.0 $501K 0.01% -15K -14.4% $5.80 +4.5%
184 IJJ ISHARES S&P MID CAP 400 3,670.0 $486K 0.01% -19K -83.5% $132.43 +4.8%
185 HON HONEYWELL INTERNATIONAL INC Industrials 2,025.0 $458K 0.01% -17.0 -0.8% $226.17 -4.0%
186 ABT ABBOTT LABS Healthcare 4,313.0 $443K 0.01% -117.0 -2.6% $102.71 -15.5%
187 MMM 3M CO Industrials 2,922.0 $424K 0.01% -75.0 -2.5% $145.11 +4.5%
188 VOE VANGUARD MID CAP VALUE 2,295.0 $423K 0.01% -6K -72.8% $184.31 +3.8%
189 CNP CENTERPOINT ENERGY INC Utilities 9,599.0 $414K 0.01% -216.0 -2.2% $43.13 -4.2%
190 YUM YUM! BRANDS INC Consumer Cyclical 2,639.0 $410K 0.01% -528.0 -16.7% $155.36 -2.3%
191 SATS ECHOSTAR CORP-A Technology 3,349.0 $392K 0.01% -6K -65.1% $117.05 +18.5%
192 OUSTER INC 20,000.0 $367K 0.01% -13K -39.4% $18.35
193 COP CONOCOPHILLIPS Energy 2,682.0 $354K 0.01% -100.0 -3.6% $131.99 -5.9%
194 KMB KIMBERLY CLARK Consumer Defensive 3,670.0 $354K 0.01% -1K -27.8% $96.46 -0.3%
195 WLK WESTLAKE CHEMICAL CORP Basic Materials 2,976.0 $348K 0.01% -533K -99.5% $116.94 -21.3%
196 MA MASTERCARD INC-CLASS A Financial Services 692.0 $346K 0.01% -5.0 -0.7% $500.00 +0.0%
197 WCC WESCO INTERNATIONAL INC Industrials 1,263.0 $346K 0.01% -137K -99.1% $273.95 +29.0%
198 BIL SPDR 1-3 MONTH TBILL ETF 3,662.0 $336K 0.01% -109.0 -2.9% $91.75 -0.2%
199 CDNS CADENCE DESIGN SYSTEMS INC Technology 1,142.0 $317K 0.01% -20K -94.7% $277.58 +23.8%
200 NI NISOURCE INC Utilities 6,516.0 $304K 0.01% -11K -63.8% $46.65 -0.7%
Page 10 of 11  ·  203 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 18.0%
Healthcare 15.3%
Consumer Defensive 11.5%
Financial Services 9.3%
Industrials 8.9%
Consumer Cyclical 8.2%
Communication Services 8.0%
Energy 6.3%
Utilities 5.7%
Basic Materials 4.6%